Investment Planning: Taking The Long View
October 28, 2024
When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.
When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
While we are more familiar with “trick or treat” in the context of children and Halloween, it can also be applicable for business owners.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.
Ten years ago, the Exit Planning Institute embarked on a groundbreaking research endeavor called the State of Owner Readiness Survey.
During this series, we have learned that our own behavioral biases are often the greatest threat to our financial well-being.
It is worth revisiting some of the basics about the stock market, and debunk some common myths.
In the final alphabetical installment of our Behavorial Biases Series, let’s dive into sunk cost fallacy and tracking error regret.
A four-year college degree is expensive. While the numbers vary, the data on the topic is sobering.
From time to time, the stock market experiences sharp moves like the -3% decline in the S&P 500 on Monday, August 5th.
Phase II of IAG’s Business Planning process is to “Defend” the business from internal and external threats.
In this installment of our Behavorial Biases Series, let’s look at overconfidence, pattern recognition and recency.
In the latest installment of our Behavorial Biases Series, let’s look at hindsight, loss aversion, mental accounting and outcome bias.
In the latest installment of our Behavorial Biases Series, let’s tackle fear, FOMO (greed), framing and herd mentality.